Mortgage Network Search Consultant

Quilter plc; England; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm is seeking a Mortgage Network Search Consultant to onboard quality advice firms into their Mortgage Network. This role involves sourcing and recruiting high-quality financial advisers focused on mortgage and protection business. The ideal candidate has a strong knowledge of the mortgage industry and excellent relationship-building skills. This position is home-based in the UK and offers a permanent contract with competitive benefits.

Benefits

182 hours of holiday

Company pension scheme

Private medical insurance

Life assurance

Income protection

Qualifications

• Deep understanding of adviser workflows.
• Excellent ability to articulate propositions.
• Experience of working under pressure.

Responsibilities

• Onboard quality advice firms into the QFP Mortgage Network.
• Support Regional Director in recruiting high-quality individuals.
• Maintain relationships with new recruits.

Skills

Strong knowledge of Mortgage and Protection businesses

Relationship building

Fast-paced recruitment experience

Presentation skills

IT capabilities

Education

CeMAP qualification (or willingness to obtain)

Tools

CRM system

LinkedIn

Job description

Mortgage Network Search Consultant page is loaded

Mortgage Network Search Consultant

Apply locations England (Home Workers) London - Senator House Southampton - Quilter House time type Full time posted on Posted 9 Days Ago time left to apply End Date: August 19, 2025 (4 days left to apply) job requisition id R4616

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £119.4 billion in customer investments (as at end December 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

About the Role

Level: 3

Department: Recruitment & Establishment

Location: Homebased, United Kingdom

Contract Type: Permanent

Regulated/Non-Regulated: Non-Regulated

The role is to track and onboard quality advice firms (Appointed Reps) into the QFP Mortgage Network to support the growth of our network. This can also be achieved by the successful recruitment of RIs into existing firms.

These advisers will be predominantly focused on Mortgage and Protection business, with a passion for strong client outcomes and a willingness to grow within the group.

The focus of the Search Consultant will be to support the Regional Director source and convert high quality recruits, ensuring the recruit journey meets the expectations set out by Quilter.

The Search Consultant will be responsible for supporting the adviser population growth across Quilter Financial Planning. Working alongside the Regional Director, the Search Consultant will be tasked with identifying and contacting high quality financial planning individuals and introducing them to the Quilter Financial Advice proposition.

• Accountable for Identifying, contacting and nurturing appropriate prospective appointed Reps into QFP. You would be expected to utilise the full marketing mix in your prospecting activities from email campaigns, social media, direct mail, telephone calls and shadowing face to face meetings with the RD (where appropriate).
• You will be responsible for helping prospective ARs complete appropriate application paperwork, guiding them through the process whilst working collaboratively with the Membership team, ensuring that the recruitment journey is of the highest standard.
• You will be responsible for supporting new advisers in their production and development of a Business Plan that supports their application. This business plan will underpin their suitability for joining QFP.
• You will look to maintain a good relationship with all new recruits, gathering referrals where possible and ensuring that the brand image remains strong.
• You are responsible for maintaining and updating your recruitment data in the online CRM platform, Workable. This is where all your recruitment activity and prospect data will be held.
• You will ensure that you keep your knowledge of the marketplace up to date and share this with the wider recruitment team and other colleagues.
• You will develop a strong sense of team within the business and actively look for opportunities for cross collaboration within teams.
• You will ensure you work compliantly, in partnership with Risk and Compliance
• You will support a culture of service excellence and continuous improvement, placing the customer experience front and centre.
• You will build Strong relationships across the business, living our values of

Consumer Duty

In the realm of consumer duty, it is imperative for individuals to adhere to the prescribed rules with utmost professionalism and integrity. You are required to conduct yourself in alignment with consumer duty principles, primarily by operating in good faith toward customers. This entails being transparent, honest, and ethical in all consumer interactions, ensuring trust and credibility are maintained at all times. Furthermore, it is essential to exercise caution and prudence to avoid causing foreseeable harm to customers.

About You

• Deep understanding of the way in which different types of adviser’s work, employed vs self-employed.

• Strong knowledge of Mortgage and Protection businesses and how they operate. (Mandatory)

• A track record of building relationships quickly and effectively.

• Experience of working in a fast-paced recruitment environment.

• Excellent ability to articulate a proposition and outline the benefits.

• Strong presentation skills required.

• Competent IT capabilities needed, use of LinkedIn, CRM system etc.

• A willingness to learn and develop your career.

• Desirable: CeMAP qualification or someone willing to work towards this.

• Target driven mindset and comfortable in a pressurised environment.

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#LI-FD1

#Quilter

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

About Us

We create brighter financial futures for every generation.

We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful.

Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.

We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

Flexible Working

We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.

Our promise to you

We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.